Independent Solutions Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
115,511
+844
| +0.7% | +$22.8K | 0.61% | 53 |
|
|
2025
Q1 | $3.15M | Buy |
114,667
+1,626
| +1% | +$44.7K | 0.71% | 44 |
|
|
2024
Q4 | $3.05M | Sell |
113,041
-32,290
| -22% | -$872K | 0.67% | 45 |
|
|
2024
Q3 | $4.28M | Sell |
145,331
-7,925
| -5% | -$234K | 0.97% | 26 |
|
|
2024
Q2 | $3.88M | Buy |
153,256
+2,092
| +1% | +$53K | 0.89% | 30 |
|
|
2024
Q1 | $3.94M | Buy |
151,164
+5,571
| +4% | +$145K | 0.94% | 30 |
|
|
2023
Q4 | $3.88M | Buy |
145,593
+1,896
| +1% | +$50.5K | 1% | 26 |
|
|
2023
Q3 | $3.27M | Buy |
143,697
+4,605
| +3% | +$105K | 0.85% | 28 |
|
|
2023
Q2 | $3.49M | Buy |
139,092
+1,245
| +0.9% | +$31.2K | 0.88% | 25 |
|
|
2023
Q1 | $3.43M | Buy |
137,847
+3,643
| +3% | +$90.7K | 1.01% | 23 |
|
|
2022
Q4 | $3.33M | Buy |
134,204
+79,683
| +146% | +$1.98M | 1.01% | 22 |
|
|
2022
Q3 | $1.3M | Sell |
54,521
-1,886
| -3% | -$45.1K | 0.43% | 60 |
|
|
2022
Q2 | $1.53M | Buy |
+56,407
| New | +$1.53M | 0.48% | 55 |
|